About the Orientation
The Orientation is a 60-75 minute onboarding session led by members of Surge’s leadership team. It’s designed to help new Scouts, Strategists, and Mentors understand how the platform works, what resources are available, and how to start engaging with the community immediately.
What You’ll Learn
The purpose and vision behind Surge
How Surge’s national clean energy network operates
The difference between Scout, Strategist, and Mentor roles
How projects flow from lead to installation and commission
Key systems: training portal, dashboard, and support tools
Compensation overview and advancement requirements
Next steps for launching your activity plan
How to Access the Recording
You can find the latest recording of the live Orientation under:
Sidebar → Training → Orientation Recordings
If you do not see it listed, email [email protected] for direct access. Recordings are updated regularly, and each new version replaces the previous one to ensure members always have the most current information.
When to Attend Live
Live Orientations are hosted on the first Thursday of every month at 3:00 p.m. Eastern Time. New members are strongly encouraged to attend a live session at least once, even if they’ve already watched the recording - to meet leadership, ask questions, and connect with peers.
Recommended Follow-Up
After viewing the Orientation, complete the following actions:
Log in to your Surge dashboard and explore your account settings.
Join the next Weekly Live Training for updates and Q&A.
Connect with your Mentor or sponsor for your personal onboarding plan.
Review the Getting Started and Policies & Procedures sections of the Help Center.
Summary
Resource | Description | Access |
Orientation Recording | Full replay of the new member introduction session | Dashboard → Resources |
Live Orientation | Monthly live onboarding call | 1st Thursday, 3:00 p.m. ET |
Follow-Up Steps | Dashboard setup, Mentor meeting, training attendance | Within 48 hours of viewing |